Integrate Microsoft Teams with Capsule CRM

Send information between Microsoft Teams and Capsule CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Microsoft Teams and Capsule CRM

Connect Microsoft Teams and Capsule CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Microsoft Teams and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Channel created

Triggers when a new channel is created in the selected team

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

All Actions - Actions are the automated tasks

Create channel

Creates a new channel in the selected team

Create event

Creates a new event

Post message to channel

Posts a message in the selected channel

Post message to chat

Posts a message to the specified chat

Update event

Updates the details of an existing event

Fetch chat by display name or email

Fetches a one-on-one chat by display name or email address

Fetch event

Fetches the details of an existing event by title or ID

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

What is Microsoft Teams?

Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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